How do I mofify a form directly?

Forum|Forum|4 years ago
February 20, 2022
2 replies
4 views

I can view form, but not allowed to edit or modify. I need to modify charitable contribution on Kansas Schedule A. Now it is using the amount entered in Federal schedule A, but on Federal schedule A I couldn't enter the QCD on 1040 4a amount when trying to itemize. That is the rule and I understand all that and why. I wasn't able to itemize on federal anyway and took the standard.

But I can use that amount of charitable contribution that is on the QCD 4a on Kansas state return schedule A. However Turbotax wants to use amounts I used when trying to itemize on the Federal schedule A.

I go to the state form and open the state schedule A, but it won't let me enter the accurate data.

I could work around it by entering the QCD amount on federal schedule A anyway, still wouldn't meet the amount to itemize, so wouldn't hurt federal form, but it that isn't how it should be done.

I am on Windows CD version

Mike9241

Level 15

A qualified charitable distribution from your IRA, cannot be used to claim a charitable contribution tax deduction. it doesn't go on schedule A. it is reported on 1099R worksheet and is treated as a reduction of the taxable portion of your IRA distribution. this keeps adjusted gross income down and allows a taxpayer to use the standard deduction.

if you override any form, Turbotax may block e-filing and the accuracy guarantee is void

Mike9241

FangxiaL

Level 10

Are you able to locate the worksheet related to the form you are trying to edit? You don't directly make changes to the form itself.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

diverjerAuthor

Level 5

What Mike says is true on the Federal side. But Kansas is saying I can use that QCD amount on Kansas Schedule A. I gave the whole RMD as a contribution, so it's a lot.

Fangxial There is an Info Wks which only contains names, filing status, SSN, address etc. Then there is a Estimate Wks and it is a sheet to calculate my penalty for owing them too much and work sheet for quarterly payments for 2022. I get these every year and ignore the quarterly payments and the penalty is only $15.00 this year. Kansas doesn't seem to mind, I have a small penalty every year and the highest was $23.00. There are no other Wks under the Kansas forms.

diverjerAuthor

Level 5

Really it doesn't make any sense that I could put this amount back in Kansas Schedule A (itemize deduction) after it already lowered my Fed AGI. The Fed AGI is where Kansas starts out computing taxes. Think instead of talking on phone with the Kansas Dept of Revenue, will go in face to face. Sometimes over the phone things get lost in translation. They are only about 20 minutes away and easy to schedule time with.